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Disclosery

XLG INVESCO EXCHANGE TRADED FD T

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ETF (fund)

562 managers (566 13F filers) reported a position in XLG shares at 2025-09-30, 98,991,758 shares in all. 58 filers opened a position and 34 filers sold out during the quarter.

Managers
562
13F filers
566
New
58
Added
292
Reduced
131
Sold out
34
Shares held by filers
98,991,758

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BROWN ADVISORY INCin group BROWN ADVISORY INC38,424$2.21M<0.01%+7,12813F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC37,483$2.16M1.23%+17,89713F-HRTimeline
WMG Financial Advisors, LLC37,403$2.15M0.72%-1,13413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS37,083$2.13M<0.01%+3,37213F-HRTimeline
Wealthspire Retirement, LLC36,985$2.13M0.14%-56713F-HR/ATimeline
RDA Financial Network36,742$2.11M0.52%+12,99013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC36,347$2.09M0.16%+21,27813F-HR/ATimeline
MOLLER WEALTH PARTNERS36,312$2.09M0.44%-41113F-HRTimeline
Curtis Advisory Group, LLC35,966$2.07M0.47%+17113F-HRTimeline
GREENLEAF TRUST35,220$2.03M0.02%013F-HRTimeline
LANARK FINANCIAL, INC.34,325$1.97M0.15%+19013F-HRTimeline
HARBOUR INVESTMENTS, INC.34,311$1.97M0.04%+14,75713F-HRTimeline
NTV Asset Management LLC34,158$1.96M0.21%+30013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV34,052$1.96M0.12%+59213F-HRTimeline
Compass Ion Advisors, LLC33,723$1.94M0.19%+46313F-HRTimeline
Goodwin Investment Advisory33,660$1.94M2.08%013F-HRTimeline
Creative Planningin group Creative Planning33,475$1.93M<0.01%-1,58213F-HRTimelineGroup
Diversified Enterprises, LLC33,312$1.92M0.13%+1,28713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.33,006$1.9M<0.01%+13,42813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management32,914$1.89M0.02%+1,69613F-HRTimelineGroup
NWAM LLC31,962$1.86M0.1%+17,00013F-HR/ATimeline
Aptus Capital Advisors, LLC31,938$1.84M0.02%+2813F-HRTimeline
Foundations Investment Advisors, LLC31,888$1.83M0.03%+13,80113F-HRTimeline
Ethos Financial Group, LLC31,424$1.81M0.14%+23813F-HRTimeline
Vantage Point Financial LLC30,381$1.75M0.68%+15,10413F-HRTimeline
Cannon Advisors, Inc.29,829$1.73M1.17%+8,58413F-HRTimeline
Colonial River Investments, LLC30,105$1.73M0.64%+4,13713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC29,980$1.72M0.04%+5,09113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,792$1.71M<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…29,672$1.71M0.11%-21,07813F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…29,650$1.71M0.18%+2,77413F-HR/ATimelineGroup
Advisory Services Network, LLC29,610$1.7M0.02%+10,43013F-HRTimeline
PRIVATE TRUST CO NA28,957$1.67M0.15%+2,68113F-HRTimeline
PCG Wealth Advisors, LLC28,716$1.65M0.48%new13F-HRTimeline
Capital CS Group, LLC28,584$1.64M2.7%+1,00013F-HRTimeline
FULLCIRCLE WEALTH LLC26,913$1.6M0.56%+14,67513F-HRTimeline
Signal Advisors Wealth, LLC27,125$1.56M0.14%+10,77013F-HRTimeline
FWG Investments, LLC.26,958$1.55M1.06%-2,61813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC26,822$1.54M0.62%+6,42813F-HRTimeline
Quantinno Capital Management LP26,804$1.54M<0.01%+10,24213F-HRTimeline
Avior Wealth Management, LLC26,877$1.54M0.05%-63913F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC26,260$1.51M1.04%-68513F-HRTimeline
Strategic Blueprint, LLC25,808$1.48M0.06%+3,89413F-HRTimeline
Claro Advisors Inc.24,770$1.42M0.21%-4,64313F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.24,644$1.42M0.69%-41913F-HRTimeline
Merit Financial Group, LLC24,312$1.4M0.01%-1,11113F-HR/ATimeline
Beacon Financial Advisory LLC24,111$1.39M0.32%+11,58513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC23,804$1.37M0.42%+2,50613F-HRTimeline
MONECO ADVISORS, LLC23,271$1.34M0.11%-14013F-HRTimeline
Sequoia Financial Advisors, LLC22,988$1.32M0.01%+76813F-HRTimeline
Perigon Wealth Management, LLC22,854$1.31M0.03%-69913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22,841$1.31M0.02%+50613F-HRTimelineGroup
Beacon Pointe Advisors, LLC22,347$1.29M0.01%+3,88513F-HRTimeline
RFG Advisory, LLC22,340$1.29M0.03%new13F-HRTimeline
Lansing Street Advisors22,117$1.27M0.34%-14913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management22,040$1.27M0.04%+1,34013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,938$1.26M0.07%+1,33013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL21,479$1.24M<0.01%-2,60013F-HRTimeline
Keystone Wealth Services, LLC21,397$1.23M0.27%-1,55613F-HRTimeline
Sequent Planning LLC20,731$1.19M0.34%+1,59813F-HRTimeline
Hilltop National Bank20,650$1.19M0.29%013F-HRTimeline
WBH ADVISORY INC20,639$1.19M0.09%+1013F-HRTimeline
Madrona Financial Services, LLC20,381$1.17M0.26%-75913F-HRTimeline
Belpointe Asset Management LLC20,364$1.17M0.04%+15,06713F-HRTimeline
Investor's Fiduciary Advisor Network, L…20,338$1.17M0.4%+10,47313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED20,291$1.17M0.09%-40,66113F-HRTimeline
Clearview Wealth Advisors LLC20,121$1.16M0.74%+2,62813F-HRTimeline
Integrated Advisors Network LLC20,030$1.15M0.05%+3,27613F-HRTimeline
Ausdal Financial Partners, Inc.19,981$1.15M0.06%+7,54813F-HRTimeline
Milestones Private Investment Advisors …19,644$1.13M0.77%+1,43313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,595$1.13M0.02%-3513F-HRTimelineGroup
KG Capital Management19,445$1.12M0.31%-95113F-HRTimeline
Snider Financial Group19,095$1.1M0.3%+40613F-HRTimeline
KICKSTAND VENTURES, LLC.19,004$1.09M0.24%+10,32613F-HRTimeline
Smartleaf Asset Management LLC19,082$1.09M0.07%+9,73213F-HRTimeline
Horizon Wealth Management, LLC18,852$1.08M0.16%-20313F-HRTimeline
Capital Wealth Alliance, LLC18,765$1.08M0.54%+6,56513F-HRTimeline
Davies Financial Advisors, Inc.18,660$1.07M0.87%-26013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC19,443$1.05M0.04%+13,00513F-HRTimelineGroup
Great Diamond Partners, LLC18,024$1.04M0.2%+4913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.17,986$1.03M1.06%-1,56213F-HR/ATimeline
NFSG Corp17,854$1.03M0.15%-68213F-HRTimeline
MN Wealth Advisors, LLC17,573$1.01M0.54%+8,67713F-HRTimeline
VestGen Advisors, LLC17,452$1M0.03%+6,39613F-HRTimeline
Tempus Wealth Planning, LLC17,195$989K0.23%+7,54313F-HRTimeline
Catalina Capital Group, LLC17,099$984K0.61%+6,93813F-HRTimeline
Main Street Financial Solutions, LLC17,003$978K0.06%+3,10713F-HRTimeline
SYNOVUS FINANCIAL CORP17,002$978K0.01%+7,43413F-HRTimeline
CoreCap Advisors, LLC16,669$959K0.03%+6,39613F-HRTimeline
Seneca House Advisors16,477$948K0.38%+21513F-HRTimeline
LexAurum Advisors, LLC16,325$939K0.13%+1,25113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC16,147$929K0.47%+7,99913F-HRTimeline
MATHER GROUP, LLC.16,120$927K0.01%013F-HRTimeline
IFP Advisors, Inc16,098$926K0.02%+19013F-HR/ATimeline
Del-Sette Capital Management, LLC16,071$924K0.57%+11013F-HRTimeline
Cyndeo Wealth Partners, LLC15,207$875K0.05%+10413F-HRTimeline
Fortis Capital Advisors, LLC15,101$869K0.14%new13F-HRTimeline
MSH Capital Advisors LLC15,097$868K0.23%+6,98013F-HRTimeline
BEACON FINANCIAL GROUP14,942$859K0.08%+4,27613F-HRTimeline
OMNI 360 Wealth, Inc.14,881$856K0.48%+5,63913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,561$838K<0.01%+87613F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding14,394$828K-29,578Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …14,158$814K<0.01%+70313F-HRTimelineGroup
IHT Wealth Management, LLC14,031$807K0.02%+3,35513F-HRTimeline
Fulcrum Equity Management13,868$798K0.81%+7,76913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,663$786K<0.01%new13F-HRTimelineGroup
Avant Capital LLC13,500$777K0.55%+59413F-HRTimeline
North Star Investment Management Corp.13,456$774K0.05%+113F-HRTimeline
United Advisor Group, LLC13,367$769K0.1%-16113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,363$769K0.02%-31,53113F-HRTimelineGroup
Empirical Asset Management, LLC13,354$768K0.21%+4,84713F-HRTimeline
Summit Asset Management, LLC13,090$753K0.12%013F-HRTimeline
Resurgent Financial Advisors LLC13,038$750K0.37%+6,06613F-HRTimeline
Emergent Wealth Advisors, LLC12,965$746K0.43%+2,30013F-HRTimeline
Joel Isaacson & Co., LLC12,642$727K0.03%+1613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,587$724K0.01%+4,48713F-HRTimeline
NWF Advisory Services Inc.12,447$716K0.08%+413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,345$710K<0.01%+2,26713F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC12,256$705K0.24%+70313F-HRTimeline
Alteri Wealth LLC12,059$694K0.24%+1,62513F-HRTimeline
First Heartland Consultants, Inc.11,820$680K0.05%+13113F-HRTimeline
Magnus Financial Group LLC11,774$677K0.05%+4,12513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,662$671K0.01%+1213F-HRTimelineGroup
Caliber Wealth Management, LLC / KS11,585$666K0.07%+6,39913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,482$660K0Timeline
SteelPeak Wealth, LLC11,435$658K0.02%013F-HRTimeline
OmniStar Financial Group, Inc.11,381$655K0.4%+61913F-HRTimeline
Fortune 45 LLC11,387$652K0.33%+30613F-HRTimeline
Samalin Investment Counsel, LLC11,335$652K0.22%+9013F-HRTimeline
CHOREO, LLC11,320$651K0.01%+9513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,302$650K0.04%-8113F-HRTimeline
Trilogy Capital Inc.11,274$648K0.03%-1,53413F-HRTimeline
Selective Wealth Management, Inc.11,172$646K0.21%013F-HRTimeline
Baker Avenue Asset Management, LP11,204$644K0.02%+51113F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,090$638K0.07%013F-HRTimeline
Leslie Global Wealth, LLC11,009$633K0.3%-5,75213F-HRTimeline
CALTON & ASSOCIATES, INC.10,980$632K0.09%+2,98613F-HRTimeline
FOCUS Wealth Advisors, LLC10,920$628K0.3%013F-HRTimeline
Maridea Wealth Management LLC10,677$621K0.1%+2,51313F-HRTimeline
Insight Advisors, LLC/ PA10,699$616K0.09%+1,03913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC10,628$611K0.6%-11,15513F-HRTimeline
Kingsview Wealth Management, LLC10,532$606K0.01%-29813F-HRTimeline
Moloney Securities Asset Management, LLC10,397$598K0.07%+88513F-HRTimeline
Waverly Advisors, LLC10,318$593K0.01%+1,58913F-HRTimeline
Global Strategic Investment Solutions, …10,059$579K0.06%+313F-HRTimeline
Sovran Advisors, LLC9,692$578K0.05%+5,43413F-HRTimeline
GFS Advisors, LLC10,050$578K0.07%+5,05013F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC10,000$575K0.03%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,863$567K0.03%+29513F-HRTimeline
Spectrum Planning & Advisory Services I…9,826$565K0.32%+2,63713F-HRTimeline
Balboa Wealth Partners9,812$564K0.1%+15213F-HRTimeline
ELCO Management Co., LLC9,750$561K0.29%+70013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,734$560K0.04%-27113F-HRTimeline
Three Magnolias Financial Advisors, LLC9,700$558K0.35%-70013F-HRTimeline
Wedmont Private Capital9,641$557K0.02%013F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC9,549$549K0.18%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,359$538K<0.01%013F-HR/ATimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY9,272$533K0.4%new13F-HRTimeline
WEALTH ALLIANCE, LLC9,217$530K0.05%new13F-HRTimeline
Founders Financial Alliance, LLC9,117$524K0.1%+35913F-HRTimeline
Cadent Capital Advisors, LLC9,056$521K0.14%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,914$513K0.01%+34913F-HRTimeline
MainStreet Investment Advisors LLC8,565$493K0.07%013F-HRTimeline
Investors Research Corp8,482$488K0.09%+1,39513F-HRTimeline
Darrow Company, Inc.8,436$487K0.23%013F-HRTimeline
WEALTHGARDEN F.S. LLC8,319$484K0.35%+4,04113F-HRTimeline
SMITH, MOORE & CO.8,415$484K0.04%013F-HRTimeline
Mezzasalma Advisors, LLC8,411$484K0.12%013F-HRTimeline
Global Financial Private Client, LLC8,231$473K0.17%+1013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,162$469K<0.01%-1,68813F-HRTimelineGroup
Cornerstone Wealth Group, LLC8,130$468K0.03%013F-HRTimeline
BRIGHTON JONES LLC8,053$463K0.01%+81613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC8,020$461K0.01%013F-HRTimeline
Syntegra Private Wealth Group, LLC7,941$457K0.04%new13F-HRTimeline
Cooper Financial Group7,770$447K0.05%+79713F-HRTimeline
BlueChip Wealth Advisors LLC7,705$443K0.19%-11,39013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC7,693$443K0.05%+2,21913F-HRTimeline
Carr Financial Group Corp7,691$442K0.12%-75213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …7,600$438K<0.01%new13F-HRTimelineGroup
Pinnacle Financial Partners Inc7,576$436K0.01%-1,24913F-HRTimeline
Garden State Investment Advisory Servic…7,575$436K0.11%+9113F-HRTimeline
Smith Salley Wealth Management7,567$435K0.02%+1213F-HRTimeline
Prospera Financial Services Inc7,429$428K0.01%+1,83213F-HRTimeline
Valley Brook Capital Group, Inc.7,300$420K0.28%+10013F-HRTimeline
Total Clarity Wealth Management, Inc.7,214$415K0.11%+47113F-HRTimeline
Rollins Financial Advisors, LLC7,122$410K0.06%+63513F-HRTimeline
DAVENPORT & Co LLC7,003$403K<0.01%+1,00113F-HRTimeline
Secure Asset Management, LLC6,858$396K0.07%+67613F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…6,863$395K0.06%013F-HRTimeline
Sharkey, Howes & Javer6,704$386K0.05%new13F-HRTimeline
National Wealth Management Group, LLC6,697$385K0.15%new13F-HRTimeline
Soundwatch Capital LLC6,622$381K0.06%-3,429,68413F-HRTimeline
Runnymede Capital Advisors, Inc.6,504$374K0.31%013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,379$367K0.05%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.6,337$364K0.04%+23313F-HRTimeline
Bank of New Hampshire6,320$364K0.08%013F-HRTimeline
UPTICK PARTNERS, LLC6,293$362K0.1%-4613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,242$359K<0.01%-1,10913F-HRTimelineGroup
Traynor Capital Management, Inc.6,190$356K0.02%new13F-HRTimeline
Parcion Private Wealth LLC6,188$356K0.02%013F-HRTimeline